Agman Capital LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 29, 2026), Agman Capital LLC reported 18 stock positions worth $125.6 million. Its top holding was Coherent (COHR) at 17.1% of the portfolio, followed by Graham (GHM, 12.7%) and Gxo Logistics (GXO, 8.3%). Compared with Q4 2025, it opened 1 new position, sold out of 2, added to 5 and reduced 9. The biggest buy was a new position in Sunbelt Rentals (SUNB) and the biggest sale an exit from Sumisho Air Lease (AL).
- Most Recent 13F
- Q2 2026
- Location
- OMAHA, NE
- CIK
- 0002107832
- Portfolio Value
- $125.6M (Q1 2026)
- SEC Filing
- 0002107832-26-000002 ↗ filed Apr 29, 2026
Holdings Value
Holdings 18 stocks · $125.6M
| COHR Coherent Corp. | 17.07% | 89,998 | $21.4M | Reduce -17.7% |
| GHM Graham Corp. | 12.68% | 201,839 | $15.9M | Reduce -7.9% |
| GXO Gxo Logistics Inc. | 8.32% | 201,594 | $10.5M | No change |
| WLK Westlake Corp. | 6.72% | 72,283 | $8.4M | No change |
| MRCY Mercury Systems Inc. | 6.31% | 108,632 | $7.9M | Reduce -11.6% |
| CF CF Industries Holdings Inc. | 5.92% | 57,265 | $7.4M | Reduce -4.3% |
| XPO Xpo Inc. | 5.41% | 34,960 | $6.8M | Reduce -15.9% |
| CDRE Cadre Holdings Inc. | 5.22% | 213,728 | $6.6M | Add +18.5% |
| NPO Enpro Inc. | 4.74% | 23,741 | $6.0M | Reduce -13.1% |
| TYL Tyler Technologies Inc. | 4.58% | 16,792 | $5.7M | Add +184.4% |
| DSGR Distribution Solutions Group | 4.54% | 217,133 | $5.7M | Add +20.1% |
| SUNB Sunbelt Rentals Holdings Inc. | 4.47% | 89,370 | $5.6M | New |
| PSX Phillips 66 | 2.86% | 19,702 | $3.6M | Reduce -15.8% |
| WEST Westrock Coffee Co. | 2.84% | 838,846 | $3.6M | Add +13.5% |
| AVTR Avantor Inc. | 2.59% | 414,898 | $3.3M | Add +21.5% |
| SW Smurfit Westrock PLC | 1.97% | 62,026 | $2.5M | Reduce -1.8% |
| QXO Qxo Inc. | 1.94% | 125,311 | $2.4M | No change |
| ULTA Ulta Beauty Inc. | 1.84% | 4,415 | $2.3M | Reduce -38.0% |
Portfolio Sells Q4 2025 → Q1 2026
| AL Sumisho Air Lease Corp. | Sold out | 0.00% | −3.87 |
| SPXSF Spirax Group PLC | Sold out | 0.00% | −3.07 |
| ULTA Ulta Beauty Inc. | Reduce -38.0% | 1.84% | −1.83 |
| MRCY Mercury Systems Inc. | Reduce -11.6% | 6.31% | −1.32 |
| NPO Enpro Inc. | Reduce -13.1% | 4.74% | −0.24 |
| SW Smurfit Westrock PLC | Reduce -1.8% | 1.97% | −0.11 |
| COHR Coherent Corp. | Reduce -17.7% | 17.07% | −0.09 |
| PSX Phillips 66 | Reduce -15.8% | 2.86% | +0.29 |
| XPO Xpo Inc. | Reduce -15.9% | 5.41% | +0.61 |
| GHM Graham Corp. | Reduce -7.9% | 12.68% | +0.71 |
| CF CF Industries Holdings Inc. | Reduce -4.3% | 5.92% | +1.98 |